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Portfolio (Quarterly) Guide ↗

Clearstead Advisors, LLC

· CIK 0000842775
13F Portfolio $10.9B AUM 2,241 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 182 New 613 Added 934 Reduced 675 Exited
Page 72 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 EQAL INVESCO EXCH TRADED FD TR II 430.0 $24K $55.10 +5.1%
1422 APPF APPFOLIO INC Technology 148.0 $23K +34.0 +29.8% $157.82 +2.9%
1423 PODD INSULET CORP Healthcare 111.0 $23K -634.0 -85.1% $209.85 -25.4%
1424 CGGO CAPITAL GROUP GBL GROWTH EQT 696.0 $23K $33.37 +18.4%
1425 CTRE CARETRUST REIT INC Real Estate 634.0 $23K +438.0 +223.5% $36.62 +12.0%
1426 FLUTTER ENTMT PLC 227.0 $23K +95.0 +72.0% $101.95
1427 FXI ISHARES TR 644.0 $23K $35.90 -0.1%
1428 ZD ZIFF DAVIS INC Communication Services 550.0 $23K -4.0 -0.7% $41.96 +0.9%
1429 FIS FIDELITY NATL INFORMATION SV Technology 487.0 $23K -4K -89.1% $46.91 -7.0%
1430 NTR NUTRIEN LTD Basic Materials 301.0 $23K +201.0 +201.0% $75.56 -7.0%
1431 VOYA VOYA FINANCIAL INC Financial Services 331.0 $23K -1K -81.5% $68.32 +20.6%
1432 SVOL SIMPLIFY EXCHANGE TRADED FUN 1,470.0 $23K +205.0 +16.2% $15.34 +5.0%
1433 URTH ISHARES INC 125.0 $23K -137.0 -52.3% $180.02 +12.2%
1434 BR BROADRIDGE FINL SOLUTIONS IN Technology 138.0 $22K -343.0 -71.3% $162.49 -7.7%
1435 BAX BAXTER INTL INC Healthcare 1,333.0 $22K -5K -78.4% $16.80 +13.3%
1436 ACAD ACADIA PHARMACEUTICALS INC Healthcare 1,000.0 $22K -17.0 -1.7% $22.26 -4.2%
1437 PCOR PROCORE TECHNOLOGIES INC Technology 390.0 $22K -2K -84.3% $57.00 -18.6%
1438 AOS SMITH A O CORP Industrials 333.0 $22K -501.0 -60.1% $65.94 -13.3%
1439 VCLT VANGUARD SCOTTSDALE FDS 294.0 $22K NEW $74.61 -0.6%
1440 WTV WISDOMTREE TR 229.0 $22K $94.73 +6.0%
Page 72 of 113  ·  2,241 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.9%
Industrials 21.7%
Financial Services 16.5%
Consumer Cyclical 9.9%
Healthcare 7.6%
Communication Services 7.0%
Consumer Defensive 5.8%
Energy 2.8%
Utilities 1.5%
Basic Materials 0.9%